Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EMPIRE FINANCIAL MANAGEMENT COMPANY LLC | 05-14-2024 | 03-31-2024 | 205 | 302,592,374 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KRAFT HEINZ COMPANY (THE) | COM | 151 | $484,358 | 13,126 | 0.00 | 0.00 | -33 | -0.25 | 03-31-2024 |
| NEOS ETF TRUST | NEOS ENH INM CAS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| META PLATFORMS INC | CL A | 153 | $463,728 | 955 | 0.00 | 0.00 | -36 | -3.63 | 03-31-2024 |
| ISHARES TR | CORE DIV GRWTH | 154 | $461,577 | 7,950 | 0.00 | 0.00 | -295 | -3.58 | 03-31-2024 |
